Virginia Beach, VA 607 Lynnhaven Pkwy Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,761

Across 10,460 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

LPL Financial is an SEC‑registered investment adviser and broker‑dealer that serves individuals (including high‑net‑worth and non‑HNW clients), retirement plans and plan participants, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives (IARs). The firm offers financial planning, a variety of advisory programs (wrap, model and TAMP offerings), retirement plan consulting, 529 account management, and brokerage services, with program descriptions and client agreements provided through the IARs.

The firm provides both discretionary and non‑discretionary management across its programs and makes available model portfolios and research from LPL Research, third‑party subadvisors, and TAMP sponsors; LPL Research describes strategic (three‑ to five‑year) and tactical model approaches and supports diversified and alternative strategies. LPL also offers overlay portfolio management, direct indexing options, the Bank Wealth Program for institutional clients, and participant advice programs (IPA/OPA), and discloses use of technologies such as machine learning along with broad risk disclosures for many security types.

Compared with many peers, LPL’s brochure documents a substantial scope of non‑advisory product activity—an affiliated insurance agency (LPLIA) and continued insurance product sales by IARs, a collateralized lending program including LPL’s Secured Credit Account, and a credit‑card offering through a partner bank—alongside its advisory businesses. The brochure also discloses that LPL advertises performance results but does not present hypothetical performance, and it includes a summary of recent regulatory enforcement matters and remedial undertakings.

Based on LPL Financial

Expertise

College savings (529s, UTMA, etc.)

Based on LPL Financial

Location

607 Lynnhaven Pkwy

Virginia Beach VA 23452

Advisors at this office

7

Advisors at this office

user avatar

Chase E

Series 66

Virginia Beach, VA

LPL Financial

Chase Ely is a financial advisor with LPL Financial in Virginia Beach, VA, holding a Series 66 designation. Ely's experience includes roles at Virginia Asset Group, Kroger, and Radford University. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, employing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
user avatar

Richard M

Series 63, Series 65

Virginia Beach, VA

LPL Financial

Richard McMillan is a financial advisor with LPL Financial in Virginia Beach, VA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He previously worked at Virginia Asset Group and Infinex Investments, Inc., spanning more than 30 years across both firms. McMillan is also associated with McMillan Wealth Management Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
user avatar

Bonita S

Series 63, Series 65

Virginia Beach, VA

LPL Financial

Bonita Selwaeh is a financial advisor with LPL Financial based in Virginia Beach, VA, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. Her prior roles include a decade at Infinex Investments Inc and recent positions at Primis Bank and Virginia Asset Group. She also maintains a limited involvement with Virginia Insurance Agency Solutions, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
user avatar

Kenneth A

Series 66

Virginia Beach, VA

LPL Financial

Kenneth Arnesen is a financial advisor with LPL Financial in Virginia Beach, VA, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Virginia Asset Group, Infinex Investments, and Wells Fargo Advisors. Outside of advising, he is involved with Virginia Insurance Agency Solutions, an insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
user avatar

Emily R

Series 66

Virginia Beach, VA

LPL Financial

Emily Robbins is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. She has previously worked with Virginia Asset Group, Monarch Bank, and Infinex Investments, Inc. She is also a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
user avatar

Jeffery B

Series 63, Series 66

Virginia Beach, VA

LPL Financial

Jeffery Bracewell Sr. is a financial advisor with LPL Financial based in Virginia Beach, VA, holding Series 63 and 66 licenses and bringing 27 years of industry experience. His prior roles include 14 years at Primis Bank and 13 years with Infinex Investments, Inc. He is also involved with Virginia Insurance Agency Solutions in a non-variable insurance capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations, offering various advisory programs and financial planning services supported by extensive research and multiple portfolio management options.

College savings (529s, UTMA, etc.)
user avatar

Emily C

Series 66

Virginia Beach, VA

LPL Financial

Emily Capps is a financial advisor with LPL Financial and holds a Series 66 designation. She has 10 years of industry experience, previously working at Infinex Investments, Inc. for nine years and Virginia Asset Group for sixteen years. She is also involved with Virginia Insurance Agency Solutions, Inc., a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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